Business Relationship Associate and Account Manager

Andrea Gardner

**** ********* *** *

Bloomington, MN 55420

CAREER HISTORY

WELLS FARGO BANK, MN, 2020 to Present

Business Relationship Associate 2 June 2020 to Present

Corporate and Investment Banking

Experience coordinating and working with various Corporate and Investment Banking verticals on strategic initiatives

Performed research on outstanding Technical Exceptions

Client outreach to confirm transaction requests

Managed the monthly process pertaining to complaints (2020 to 2024)

Participated in what was called the Tiering initiative for Corporate and Investment Banking

Supported the remediation and clean-up process for Tiering

Supported client facing Business Relationship Support Specialists upon request

Updated and formatted reporting as requested

WELLS FARGO CORPORATE TRUST, MN, 2004 to 2020

Account Associate 2 October 2017 to June 2020

Asset Backed Securities - Document Custody

Coordinated the movement of collateral for various asset types

Performed account maintenance functions including reconciliation

Administered daily certifications and contractually required reporting

Analyzed reporting as requested by clients, in addition to exception research

Daily communication with clients regarding research results or inquiries

Collaborated with all operational departments to provide the client the best service to meet or exceed their expectations

Account Manager 1 5/2016 to October 2017

Asset Backed Securities - Document Custody

Coordinated the movement of collateral for the closing on securities for various asset types

Performed account management functions including ongoing maintenance, reconciliation, and administration to ensure Wells Fargo policies and procedures were followed

Collaborated with Business Development and Operations to bring new clients on board

Reviewed custodial agreements for operational comments

Facilitated the build out of automated reporting functions for Asset Backed Securities and specific reporting per client request

Account Manager 1 1/2014 to 5/2016

Commercial Mortgage-Backed Securities - Document Custody

Facilitated the flow of commercial mortgage collateral through the funding process for 41 relationships on simple to complex transactions

Coordinated the SFR (Single Family Rental) Security closings and reviewed custodial requirements

Performed account management functions including ongoing maintenance, reconciliation, and administration to ensure Wells Fargo policies and procedures were followed

Coordinated with Business Development and Sales to bring new clients on board

Reviewed custodial agreements for operational comments

Worked on larger projects and testing as assigned by management for Wells Fargo Document Custody in addition to leading projects within the CMBS Team

Account Manager 1 8/2011 to 1/2014

Residential Mortgage Asset Securities - Document Custody

Facilitated the flow of HECM (Home Equity Conversion Mortgages) collateral through the certification process into Ginnie-Mae

New Account set up within various systems of record

Reviewed legal documents for operational comments

Worked with Systems Support in set up of specialized client reporting on large and complex accounts

Trained new Account Managers on Ginnie-Mae Pooling processes, requirements, and regulations

Operations Analyst 2 8/2010 to 8/2011

Asset Backed Securities - Document Custody

Analysis of excel based reporting on complex inquiries for internal, external audits, and projects

Drafted Trust Procedures outlining custodial responsibilities per the Custodial Agreement

Drafted review checklists for each pool using deal documentation to ensure requirements were met

Worked with the Client Services Team to coordinate audits and customer research

Updated department procedures on internal processes for BCP (Business Continuity Planning)

Projects completed, as assigned by management

Corporate Trust Relationship Specialist 2 10/2005 to 8/2010

Asset Backed Securities - Document Custody

Assisted Account and Relationship Managers in managing a portfolio of complex Asset Backed Securities Corporate Trust Accounts

Analyzed and formatted excel based reporting for accuracy and completeness

Performed ongoing daily maintenance of accounts through audit, analysis, and reporting

Worked with upper levels of Department Management on implementing new processes

First point of contact for clients

Work Director 2 (temporary position) 2/2005-10/2005

Asset Backed Securities Document Custody

Managed a team of 15-20 temporary employees on larger certifications for initial fundings

Ensured quality, accuracy, defined department goals, expectations, and objectives

Operations Processor 3 8/2004-2/2005

Asset Backed Securities Document Custody

Collateral review and analysis on Complex Business Loans.

WELLS FARGO CORPORATE TRUST Operations, MN 8/2003 to 8/2004

Position held.

WELLS FARGO HOME MORTGAGE, MN 5/2001 to 8/2003

Various positions held.

COMPUTER AND SYSTEM SKILLS

Microsoft Word

Microsoft Excel

Microsoft Outlook

EDUCATION

CENTURY COLLEGE, White Bear Lake, Minnesota

Incomplete degree - Undergraduate courses, 2008 (Business Management)

NORMANDALE COLLEGE, Bloomington, Minnesota

Incomplete degree - Undergraduate courses, 1996-1998

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